Our mission
Helping organizations unleash their full productivity potential by providing them with a secure client-messaging solution for their daily communications… effortlessly.
Let's talkWith Convoflo’s advanced access and permissions management, you define exactly who can view, upload, edit, or administer each secure workspace, client file, and subfolder within your firm. Segmented by role to automatically block unauthorized access, your team operates within a clear, controlled, and well-defined framework.
Benefits
Assign tailored access roles to individual team members or entire departments (e.g., Accounting, Legal, Sales). Ensure every team member accesses only the information necessary to fulfill their mandate.
Set user permissions once at the root workspace level, and they instantly apply across all subfolders and attached files. Eliminate tedious manual setups, save critical time, and enforce flawless structural consistency.
Remove or modify an employee's access to a folder in one click, without disrupting the client experience or affecting other contributors' permissions. Internal departures or reorganizations are managed with zero risk of data leakage.
Prevent unauthorized cross-viewing of sensitive supporting documents. A file managed by the legal department remains strictly invisible to members of other departments unless explicit permission is granted.
Assign entire teams the moment a new client space is opened. Your assistants and professionals gain immediate access to deposited files without waiting for manual individual invitations.
Ensure that every internal user accessing client portals is properly authenticated. Integrate single sign-on (SSO) for centralized access control managed by your IT team.
Always distinguish the permissions granted to your team members from those configured for the end client. Your internal notes and working files remain 100% hidden from the client.
Restrict downloading or editing capabilities for specific deliverables until an electronic signature or fee payment is secured through automation rules. Keep full control over your work product while removing manual payment and signing follow-ups.
Provide your clients with restricted access to their dedicated workspace through smooth, passwordless authentication, eliminating any risk of a client accessing another folder’s data.
Every addition, modification, or removal of permissions is permanently recorded in the client space activity log (featuring precise timestamps, the author of the change, and the assigned role).
Testimonials
Turn client communications into a competitive advantage starting today.
Simplified, Ultra-Secure Access Management Without Complex Passwords to Remember. Your clients access their secure space in a single click using Single Sign-On (SSO) or smooth, modern authentication. They can view documents, respond to requests, and interact with your firm in a clear, reassuring environment—without risking account lockouts or wasting time.
Take back control over document permissions and eliminate unmanaged email access. Professionals and assistants can grant or revoke access by client, folder, or department in seconds—using your central company directory to prevent accidental sends and data leaks.
A centralized security policy and the total elimination of Shadow IT. You secure identities with centralized management via Microsoft Entra ID (Azure AD) and multi-factor authentication (MFA). You guarantee strict traceability and secure, Canadian-sovereign archiving that is 100% compliant with Law 25 (Quebec), PIPEDA (Canada), and SOC 2 Type II certified (United States/North America). Get things done... with a smile.
With Convoflo’s granular access control, protect your confidential files, simplify team workflows, and deliver a 100% secure, compliant communication environment.
Helping organizations unleash their full productivity potential by providing them with a secure client-messaging solution for their daily communications… effortlessly.
Let's talk